Local Pros · Beaverton
Local Financial Advisors in Beaverton, OR
Locally owned and operated financial advisors serving Beaverton and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Beaverton, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Eldon Reese Advisory Group with a 5.0-star rating from 4 Google reviews and an RNM Score of 67/100. Also in the top tier: Edward Jones - Financial Advisor: Joe Klink and Edward Jones - Financial Advisor: Mark A Simpson, AAMS®. The average rating across all listed financial advisors in Beaverton is 4.8 stars from 2 reviews per business on average.
Financial advisors in Beaverton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.8★
Avg rating
2
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 4 glowing Google reviews in Beaverton.
4900 SW Griffith Dr #103, Beaverton, OR 97005, USABoasting a perfect 5.0-star rating from its first few clients.
16100 NW Cornell Rd # 120, Beaverton, OR 97006, USA5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.
14780 SW Osprey Dr #295, Beaverton, OR 97007, USAFinancial Advisors Rankings in Beaverton, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Eldon Reese Advisory Group4900 SW Griffith Dr #103, Beaverton, OR 97005, USA | 5.0★ | 4 |
| #2 | Edward Jones - Financial Advisor: Joe Klink16100 NW Cornell Rd # 120, Beaverton, OR 97006, USA | 5.0★ | 2 |
| #3 | Edward Jones - Financial Advisor: Mark A Simpson, AAMS®14780 SW Osprey Dr #295, Beaverton, OR 97007, USA | 5.0★ | 2 |
| #4 | Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™16100 NW Cornell Rd Ste 260, Beaverton, OR 97006, USA | 5.0★ | 2 |
| #5 | Main Avenue Financial Services, LLC4900 SW Griffith Dr #210, Beaverton, OR 97005, USA | 3.7★ | 3 |
| #6 | ROI Financial Advisors, LLC14675 SW Millikan Way, Beaverton, OR 97006, USA | 3.7★ | 3 |
| #7 | Single Point Financial4905 SW Griffith Dr #105, Beaverton, OR 97005, USA | 5.0★ | 2 |
| #8 | Advanced Wealth Management8625 SW Cascade Ave #602, Beaverton, OR 97008, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Ted Martin3900 SW Orbit St Suite 140, Beaverton, OR 97005, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Matthew I Chang1500 NW Bethany Blvd Ste 145, Beaverton, OR 97006, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Beaverton
This highly-rated advisor maintains a perfect 5.0-star score from 2 reviews.
16100 NW Cornell Rd Ste 260, Beaverton, OR 97006, USA
Offers financial guidance with a 3.7-star rating from 3 reviews in Beaverton.
4900 SW Griffith Dr #210, Beaverton, OR 97005, USA
Mixed 3.7-star rating from three Google reviews suggests varied client experiences.
14675 SW Millikan Way, Beaverton, OR 97006, USA
5.0-star rating from Google reviews shows exceptional client satisfaction.
4905 SW Griffith Dr #105, Beaverton, OR 97005, USA
Rated 5.0 stars from 2 Google reviews, this local advisor is highly regarded.
8625 SW Cascade Ave #602, Beaverton, OR 97008, USA
Highly rated financial advisor with a perfect 5.0 stars from early clients.
3900 SW Orbit St Suite 140, Beaverton, OR 97005, USA
5.0 stars from one review, reflecting exceptional early client satisfaction.
1500 NW Bethany Blvd Ste 145, Beaverton, OR 97006, USA
Rated 5.0 stars from 1 Google review in Beaverton.
14780 SW Osprey Dr #295, Beaverton, OR 97007, USA
5.0 stars from verified Google reviews, reflecting exceptional client satisfaction.
1500 NW Bethany Blvd Suite 200, Beaverton, OR 97006, USA
No reviews yet; new financial advisor serving the Beaverton community.
8285 SW Nimbus Ave #155, Beaverton, OR 97008, USA
A Beaverton financial advisor with no online reviews yet for your consideration.
9665 SW Allen Blvd Ste 115, Beaverton, OR 97005, USA
A Beaverton financial advisor with no online reviews yet for you to consider.
6500 SW Beaverton Hlsdl Hwy Ste 1, Portland, OR 97225, USA
5.0-star rating from a small number of Google reviews.
14795 SW Murray Scholls Dr Suite 102, Beaverton, OR 97007, USA
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Financial Advisors in Beaverton, OR — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Eldon Reese Advisory Group | 67/100 | 5.0 ★ | 4 |
| 2 | Edward Jones - Financial Advisor: Joe Klink | 64/100 | 5.0 ★ | 2 |
| 3 | Edward Jones - Financial Advisor: Mark A Simpson, AAMS® | 64/100 | 5.0 ★ | 2 |
| 4 | Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™ | 64/100 | 5.0 ★ | 2 |
| 5 | Main Avenue Financial Services, LLC | 44/100 | 3.7 ★ | 3 |
| 6 | ROI Financial Advisors, LLC | 44/100 | 3.7 ★ | 3 |
| 7 | Single Point Financial | 64/100 | 5.0 ★ | 2 |
| 8 | Advanced Wealth Management | 64/100 | 5.0 ★ | 2 |
| 9 | Edward Jones - Financial Advisor: Ted Martin | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Matthew I Chang | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Beaverton
What is a fiduciary financial advisor and why does it matter in Beaverton?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Beaverton, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Beaverton?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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